Our vision

Our vision

The importance of life planning

As an investment professional with over 30 years of experience and a passion for helping people, I focus on the human side of financial planning. My unique approach goes beyond wealth management to encompass life coaching. Through a process of structured inquiry, I discover each investor’s most important goals. Then, using my unique mix of advisory and personal skills, I inspire each individual to pursue those goals, identify and resolve obstacles, build and follow a strategic financial plan, and provide ongoing guidance as they move through life, reaching their objectives.

Wealth creation and preservation

I welcome the opportunity to be a positive influence on my clients’ financial futures, and believe that my clients deserve to be successful in achieving their financial goals and dreams. With the utmost in empathy, sincerity and dedication, I advise my clients wisely with sensitivity to the unique needs of each individual.

My investing philosophy is based on a strong belief in maintaining a positive outlook on business and the markets, remaining hopeful and confident even in the most challenging environments. My glass-half-full mentality keeps things in perspective despite the barrage of negativity that pulses from BNN and other media.

In my view, the current downturn is one of the best opportunities for growth that many of us will ever see. It should not pose a long-term threat to well-managed portfolios, but instead represents a premium chance to buy promising stocks at remarkably low prices.

Reaching out to remote communities

My clientele is extremely diverse, and stretches throughout every province from B.C. to Ontario. While many of my clients are located in Calgary, most live north of Red Deer, Alberta and in Kelowna, B.C. These smaller towns harbour a great deal of wealth, yet often experience a shortage of good investment management services. Many affluent investors in these remote communities own small businesses and appreciate receiving my wealth management services for both their personal and corporate finances.